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MacroEdge

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MacroEdge empowers clients with comprehensive market data and macro research. Our industry experts deliver cutting-edge insights to facilitate data-driven decisions.

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Latest Issues

Midweek Macro Note: Election Recap, Time to Just Chill Out, and Alarm Bells

The necksnap finally arrives: a historic AI and data center bloodbath, 42 of 43 dc bans passed, the GOP routed from Texas to the Senate, and why it’s time to chill and let moving averages catch up....

Good Thursday evening, MacroEdge Reade...

39 hours ago
2
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Strategy Note: The Electorate Caps the Capex Trade

A near-extinction night for the GOP, a regime change in market leadership, and the late phase of China’s bust: Six on repositioning the book after the midterms.

Good Wednesday evening, MacroEdge Readers & Community,

2 days ago
8
1
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Weekly Macro Note: Plateau Surfing & Updating our 'Powell's Valhalla' Framework

Midterms week from NYC: why two data points don’t make a forecast, Powell’s Valhalla meets a Warsh Fed, plateau surfing in AI, and WTI’s $98-108 standoff as the war nears its zero day.

Good Sunday evening, MacroEdge Readers & Community,

5 days ago
10
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Redeye Macro Note: “Situational Awareness - Surfing the Plateau”

From NYC on the Friday before the midterms: the plateau period, the generals at critical levels, and what situational awareness really means for our strategy.

Good Friday evening, MacroEdge Readers & Community,

7 days ago
13
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Strategy Note: Rewarding Restraint? Oracle Flips the Capex Reflex

Peak yields, peak capex, and a higher-for-longer oil floor: Six on consolidating gains while the AI reflex starts running in reverse.

Good Wednesday evening, MacroEdge Readers & Community,

10 days ago
12
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